MercadoLibre Inc. (MELI)vsOneSpaWorld Holdings Ltd (OSW)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
OSW
OneSpaWorld Holdings Ltd
$24.07
+0.29%
CONSUMER CYCLICAL · Cap: $2.41B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 3116% more annual revenue ($31.80B vs $989.00M). OSW leads profitability with a 7.8% profit margin vs 6.0%. OSW trades at a lower P/E of 31.7x. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
OSW
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Margin of Safety
+11.4%
Fair Value
$25.44
Current Price
$24.07
$1.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.3B in free cash flow
Safe zone — low bankruptcy risk
Earnings expanding 43.3% YoY
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
7.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : MELI
The strongest argument for MELI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.0% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : OSW
The strongest argument for OSW centers on Altman Z-Score, EPS Growth. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 44.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : OSW
The primary concerns for OSW are P/E Ratio, Profit Margin.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while OSW is a value play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.41 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 52/100) and 49.0% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
OneSpaWorld Holdings Ltd
CONSUMER CYCLICAL · LEISURE · USA
OneSpaWorld Holdings Limited operates health and wellness centers aboard cruise ships and in destination resorts globally. The company is headquartered in Nassau, Bahamas.
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